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Jan 31, 2013 4:00pm EST
further. >> josh brown, the energy sector is one of only two overweights in the model portfolio that you run, that and health care. how come? >> well, i think it comes down to expectations, and -- and i think energy is the opposite of tech. with tech the expectations were very high, and there was some pretty big disappointments. with energy these stocks had a terrible year last year. no one was looking for anything great. look, we've got strength in crude and got this renaissance in drilling and production here in north america, and as a result the stocks are leading the market year to date and are poised in my opinion for much bigger things based on valuation, low expectation, et cetera, so we like the sector and a lot of names individually that look great. that's what we're focused on rather than trying to get the market direction perfect. >> rick santelli, what are you seeing inters of the energy complex there, in terms of trading on that floor? >> well, i'll tell you what, you know, there was a comment by jeff cox the last hour talking about, you know, we're getting close to $100 oil
Jan 30, 2013 4:00pm EST
. they were the weakest today, your industrials and energy and material stocks and transportation stocks. look at the transports there. all were notably weaker. there's your sector, and those are the ones with the biggest move up. they make the sense on the down side. home business, ryland terrific numbers, all home builders with terrific numbers but there was profit-taking today. the problem is on the valuation. finally, maria, hold on the ten-year note there. look at that. below 2%. back to you. >> all right, bob, thank you so much. back with me is eric from russell developments and our own rick santelli. very good to see you. let me kick this off with you, eric. surprised we took a breather today? >> no, actually given the negative number on gdp expected the market to react a little more violently to the downside. i think it gives you a sense that the market feels like there is no other asset class for them to invest in and there's a little bit of a crisis fatigue. not that those things aren't things to worry about, just that worrying hasn't made money over the last year. >> that's a good p
Feb 4, 2013 4:00pm EST
, head start, low income energy. and so to relieve that pressure there will hopefully be a sense in congress and the president that they've got to look where the problem is. entitle accounts. >> maria -- >> go ahead. final word. >> raise the ceiling on income subjective social security. i didn't hear that among the senator's possibilities, but i think that's very, very important. >> actually we did that in the simpson bowles bill as you probably know. that was part of our bill. >> but it has to be enacted. >> we'd love to have the president enact it. it was his commission. >> great point. we'll see you soon. appreciate your time tonight. >>> up next, banner day for clorox. hitting a record high. the ceo will speak with me about the bright outlook after the break. >>> then later trying to turn off the profits. wait until you hear what they're saying about the most expensive musical ever made. don't miss my new documentary tonight betting big on broadway. that's tonight. back in a moment. i'm only in my 60's... i've got a nice long life ahead. big plans. so when i found out medicar
Search Results 0 to 2 of about 3